Estate Planning Questionnaire – What to Know for Your Estate Plan

New clients always ask, “what should I think about before our first estate planning meeting” and I always answer by sending this questionnaire. In addition to the below questionnaire take a look at our comprehensive Will, Trust and Estate Planning Lawyer Page.

What follows is my standard estate planning questionnaire that I use for my estate planning clients in Cleveland, Ohio and Akron, Ohio.  As an estate planning attorney, I always appreciate when a client comes prepared and knows what to think about.  Please call Valente Law at (330) 665-5000 to discuss your estate plan!  We offer free initial consultations, so it really is a no lose situation!

Here is a link to the estate planning questionnaire in its entirety with proper formatting:

Estate Planning Questionnaire – Valente Law, LLC – 2017 Update

And here is the estate planning questionnaire in text form:Continue reading

Types of Trusts

There are many types of trusts which are designed to serve many purposes.  Every trust has very unique, specific rules and benefits and each should be carefully reviewed.  In very general terms, some of the most common trusts include the following.

Living trusts are created by the grantor during the grantor’s lifetime.Continue reading